ESG Steps into the Spotlight Asset Managers and the Need for First-Class ESG Data Climate Data: Complex, Confusing, Challenging A Better Way with Morningstar Ready to See for Yourself? Selecting an ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Automated tools and techniques now play a big part in audit and tax compliance services and have increased the use of client data by accounting firms. However, while tools such as data analytics and ...

You can probably tell when your clients are drowning in too much information. Daily bombardments of intra-day trading figures, predictions of doom from TV experts who have no personal stake in the ...

Recent revelations that several prominent tax planning solutions were leaking data to third parties have raised questions about how accountants can protect themselves and their clients in an age where ...

The rules of engagement of law firms for many companies, known as Outside Counsel Guidelines (OCGs), are appropriate and helpful in most situations. The guidelines set forth the expectations of the ...

Over the last weeks and months, a number of cryptocurrency companies, large and small, have fallen victim to data leaks from marketing service providers. The recent data breach suffered by HubSpot is ...

Charles Schwab is taking one of its former reps to court, accusing him of being a “disloyal employee” who allegedly departed wielding trade secrets on thousands of Schwab clients. Schwab filed a ...

In the era of rapid AI advancements, expanding cloud capabilities and the growing significance of big data, companies across every industry are making substantial investments in new technologies.